John Elsberry Steiner

Current Employers

Welon Partners

3120 Zelda Court Suite 109, Montgomery, AL 36106 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2020-01-21

AL RA
APPROVED

Since 2020-01-21

Branch Locations

3120 Zelda Court Suite 109, Montgomery, AL 36106 • United States

105 Tallapoosa Street Suite 109, Montgomery, AL 36104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Oakworth Capital Bank	Montgomery	AL	10/2015	08/2018
White Oak Investment Counsel	Montgomery	AL	12/2019	01/2020
Welon Partners	Montgomery	AL	01/2020	Present
Retired	Montgomery	AL	08/2018	12/2019

10/2015 → 08/2018

Oakworth Capital Bank

Montgomery, AL
12/2019 → 01/2020

White Oak Investment Counsel

Montgomery, AL
01/2020 → Present

Welon Partners

Montgomery, AL
08/2018 → 12/2019

Retired

Montgomery, AL

Previous Registrations

2000-09-26 → 2004-09-15

Quintus Asset Management Inc

Birmingham, AL

Other Businesses

In July of 2022, the owners of Welon Partners founded Welon Fiduciary Services, a white-labeled trust services company. The business does not manage client assets but Welon Partners will share revenue with this organization for trust administrative services provided for accounts where Welon Partners manages the assets. I serve a a managing director of that entity and currently invest 10 hours per week on marketing activities, five of which are during market hours. Due to common ownership, the address of that entity is also 105 Tallapoosa St, Ste 109, Montgomery, Al, 361064.